Scheduled Tasks


Overview

Scheduled Tasks let you configure certain tasks to automatically execute at specific intervals. You can create tasks to import information, generate picklists, export information, and more.


Create a Scheduled Task

To create a scheduled task:

  1. Go to Settings  > Scheduled Tasks > click Create New Scheduled Task.
  2. Select Task Type, Task Name, Company and Start Time.
  3. Click Create.

Schedule an Import Task

Open your task to configure it. You can learn how to configure different types of tasks by clicking the appropriate accordion.

Import Order

Order import task from an FTP

  1. Click Edit.
  2. On the Details panel select the company with which orders will be associated in the Create Orders For Company field.
  3. On the Details panel select the correct order processor Plugin from the dropdown.
  4. Typically, order files are imported from an FTP folder. On the Import Options panel select Import From FTP and enter the FTP credentials.
    1. FTP Directory – When there are multiple directories (folders) on the FTP, enter the correct directory. Typically, you do not need to enter a (forward slash) before the directory name. See the Note below.
    2. FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need to enter a (forward slash) before the directory name. See the Note below.
    3. You can select to Delete Files After Processing from the FTP. While this is always recommended, it is mandatory if the file dropped onto the directory is always renamed or if the file is not set to overwrite an existing file.
    4. Alternatively, you can Archive Files After Processing.
    5. Enable Use Passive if the connection cannot be made due to firewall restrictions on your server.

Order Import Task from HTTP

  1. Click Edit.
  2. On the Details panel select the company to which orders will be associated in the Create Orders For Company field.
  3. On the Details panel select the correct order processor Plugin from the dropdown.
  4. On the Import Options panel in the Import From field, choose HTTP. Enter the HTTP URL.
  5. Click Save.

Order Import Task from an Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow Less Secure Apps must be enabled on your Google account.

To begin importing:

  1. Click Edit.
  2. On the Details panel select the company with which orders will be associated in the Create Orders For Company field.
  3. On the Details panel select the correct order processor Plugin from the dropdown.
  4. On the Import Options panel in the Import From field, choose Email.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  8. Select the boxes for Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.
Import Order Tracking task

Order Import Tracking Task from an FTP

  1. Click Edit.
  2. On the Details panel choose the correct Tracking Import Plugin/Profile from the dropdown menu.
  3. Typically, inventory files are imported from an FTP folder. On the Import Options panel in the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive Files Instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewall restrictions on your server.
  8. Click Save.

Order Import Tracking Task from an HTTP

  1. Click Edit.
  2. On the Details panel choose the correct Tracking Import Plugin/Profile from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose HTTP. Enter the HTTP URL.
  4. Click Save.

Order Import Tracking Task from an Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The Allow Less Secure Apps setting must be enabled on your Google account.

To begin importing:

  1. If using GmailEnable the Allow Less Secure Apps setting on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  2. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  3. Open your email for the account that will receive the file.
  4. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  5. Go to Sellercloud > Navigate to the scheduled task you created. Click Edit. On the Details panel from the Import From dropdown, select Email and input the information. See a sample set up for Gmail below. Read this article on SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  6. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  7. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.
Import Products

Product Import Task from an FTP

  1. Click Edit.
  2. On the Details panel choose the company to which products will be created.
  3. Choose the correct Product Processor Plugin/Profile from the dropdown menu.
  4. Typically, inventory files are imported from a folder on the server. On the Import Options panel in the Import From field, choose FTP.
  5. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all files in that directory.
  6. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  7. Alternatively, you can archive the file after processing by choosing Archive Files Instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  8. Enable Use Passive if the connection cannot be made due to firewall restrictions on your server.
  9. Click Save.

Product Import Task from an HTTP

  1. Click Edit.
  2. On the Details panel choose the company to which products will be created.
  3. Choose the correct Product Processor Plugin/Profile from the dropdown menu.
  4. On the Import Options panel in the Import From field, choose HTTP. Enter the HTTP URL.
  5. Click Save.

Product Import Task From an Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The Allow Less Secure Apps setting must be enabled on your Google account.

To begin importing:

  1. If using Gmail: Enable the  Allow Less Secure Apps setting on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disable two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  2. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  3. Open your email account that will receive the file.
  4. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  5. Go to Sellercloud > Navigate to the scheduled task you created. Click Edit. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View this article on SMTP settings to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  6. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  7. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.
Import Product Inventory

Import Product Inventory Task from an FTP

  1. Click Edit.
  2. On the Details panel choose the correct Inventory Processor Plugin from the dropdown menu.
  3. Typically, inventory files are imported from an FTP folder. On the Import Options panel in the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Click Save.

Import Product Inventory Task from an HTTP

  1. Click Edit.
  2. On the Details panel choose the correct Inventory Processor Plugin from the dropdown menu.
  3. In the Import From field, choose HTTP. Enter the HTTP URL.
  4. Click Save.

Import Product Inventory Task from an Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The  Allow Less Secure Apps setting must be enabled on your Google account.

To begin importing:

  1. If using Gmail: Enable the Allow Less Secure Apps setting on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disable two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  2. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  3. Open your email for the account that will receive the file.
  4. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings to make sure IMAP is enabled.
  5. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  6. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  7. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.
Import Vendor Product

Vendor Product Import Task from FTP

  1. Click Edit.
  2. On the Details panel choose the correct Vendor Import Profile from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories (folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Click Save.

Vendor Product Import Task from HTTP

  1. Click Edit.
  2. Choose the correct Inventory Processor Plugin from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose HTTP. Enter the HTTP URL.
  4. Click Save.

Vendor Product Import Task from Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The Allow Less Secure Apps setting must be enabled on your Google account.

To begin importing:

  1. If using Gmail: Enable the Allow Less Secure Apps setting on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disable two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  2. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  3. Open your email for the account that will receive the file.
  4. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings to make sure IMAP is enabled.
  5. Go to Sellercloud > Navigate to the scheduled task you created. On the Import Options panel from the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  6. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  7. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.
Purchase Order Import
  1. Click Edit.
  2. On the Details panel choose the correct Plugin from the dropdown menu.
  3. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories (folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all files in that directory.
  4. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  5. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed in the sub-directory.
  6. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  7. Click Save.

Import RMA Task

Import RMA Task from FTP

  1. Click Edit.
  2. On the Details panel choose the correct RMA Processor Plugin from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories (folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Click Save.

Import RMA Task from HTTP

  1. Click Edit.
  2. On the Details panel choose the correct RMA Processor Plugin from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose HTTP > Enter the HTTP URL.
  4. Click Save.

Import RMA Task from Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The Allow Less Secure Apps setting must be enabled on your Google account.

To begin importing:

  1. If using Gmail: Enable the Allow Less Secure Apps setting on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disable two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  2. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  3. Open your email for the account that will receive the file.
  4. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and make sure IMAP is enabled.
  5. Go to Sellercloud > Navigate to the scheduled task you created.
  6. On the Import Options panel from the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  7. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  8. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.

Import Bulk Update Task
  1. Click Edit.
  2. On the Details panel choose the correct First Column Type from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories (folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Click Save.

Import Shipping Cost Task

Import Shipping Cost Task from FTP

  1. Click Edit.
  2. On the Details panel choose the correct Shipping Cost Type from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories (folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Click Save.

Import Shipping Cost Task from HTTP

  1. Click Edit.
  2. On the Details panel choose the correct Shipping Cost Type from the dropdown menu.
  3. On the Import Options panel in the Import From field, choose HTTP > Enter the HTTP URL.
  4. Click Save.

Import Shipping Cost Task from Email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The Allow Less Secure Apps setting must be enabled on your Google account.

To begin importing:

  1. If using Gmail: Enable the Allow Less Secure Apps setting on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disable two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  2. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  3. Open your email for the account that will receive the file.
  4. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings to make sure IMAP is enabled.
  5. Go to Sellercloud > Navigate to the scheduled task you created.
  6. On the Import Options panel from the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  7. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  8. Make sure that you are still in Edit mode. Click the Test Email icon to test > Click Save.

Schedule an Export Task

Export Orders Task
Export Orders works by linking the export to a saved search. Only orders in the saved search are included in the export.
  1. Click Edit.
  2. Select the correct User ID and Saved Search.
  3. Select the correct export plugin from the Export Via dropdown.
  4. Enter the File Name of the inventory file you are exporting:
    1. Enter the placeholder #?QueuedJobID?# to populate the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter a filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter a filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose whether to export to FTP or Email.
  6. If exporting to FTP, enter the FTP credentials.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those settings will be used.
  9. Enable Passive Mode if the connection cannot be made due to firewalls on your server.
  10. Click on Schedule EnabledSave.

If the file does not import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry.
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry.
  • Can’t log in – Check that the FTP credentials are correct.

Export Products Task
Export Products works by linking the export to a saved search. Only products in the Saved Search will be included in the export.
  1. Click Edit.
  2. Select the correct User ID and Saved Search.
  3. Select the correct export plugin from the Export via dropdown.
  4. Enter the File Name of the inventory file you are exporting:
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose whether to export to FTP or Email.
  6. If exporting to FTP, enter the FTP credentials. See bottom of the page if exporting to a VAN.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Enable Passive Mode if the connection cannot be made due to firewalls on your server.
  10. Click on Schedule EnabledSave.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Purchase Order Export Task
  1. Click Edit.
  2. Select the correct User ID and Saved Search.
  3. Select the correct export plugin from the Export via dropdown.
  4. Enter the File Name of the inventory file you are exporting:
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose whether to export to FTP or Email.
  6. If exporting to FTP, enter the FTP credentials. See bottom of the page if exporting to a VAN.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Enable Passive Mode if the connection cannot be made due to firewalls on your server.
  10. Click on Schedule EnabledSave.

If the file does not Import/Export and shows one of these error messages:

    • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
    • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
    • Can’t log in – Check that the FTP credentials are correct

Export RMA Task
  1. Click Edit.
  2. Select the correct User ID and Saved Search.
  3. Select the correct export plugin from the Export via dropdown.
  4. Enter the File Name of the inventory file you are exporting:
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose whether to export to FTP or Email.
  6. If exporting to FTP, enter the FTP credentials.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Click on Schedule EnabledSave.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Export FBA Shipments Task
  1. Click Edit.
  2. Select the correct User ID and Saved Search.
  3. Select the correct export plugin from the Export via dropdown.
  4. Enter the File Name of the inventory file you are exporting:
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose whether to export to FTP or Email.
  6. If exporting to FTP, enter the FTP credentials.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Click on Schedule EnabledSave.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Export Inventory per Parent SKU Task
  1. Click Edit.
  2. Select the correct User ID and Saved Search.
  3. Enter the File Name of the inventory file you are exporting:
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  4. Choose whether to export to FTP or Email.
  5. If exporting to FTP, enter the FTP credentials.
  6. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  7. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  8. Click on Schedule EnabledSave.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct


Schedule a PickList Generate Task

PickList Generate
  1. Click Edit.
  2. Select a User ID and Saved Search. Selecting the User ID sets the location where the saved search will be saved.
  3. This next step is crucial: Picklists are generated for specific orders, such as current orders that have not shipped. Scheduling a picklist for those orders is done by linking a Saved Search to this picklist generation. After you have your saved search for unshipped orders, you can choose that search from the Saved Searches dropdown, and a picklist will be generated only for those orders.
  4. Click Schedule EnabledSave.

Schedule a Report Task

Report Task
This task will send you information based on reports available in Sellercloud.
  1. Click Edit.
  2. Select the report Category.
  3. Set the Date Range. Set the current date of the task execution as the end date.
  4. Notifications can be sent to email or FTP.  Choose those settings in the Export To field.
  5. Click Schedule EnabledSave.

Inventory Snapshot Task
  1. Click Edit.
  2. Select a File Format and a File Name.
  3. Select Export To Email or FTP.
  4. Click Schedule EnabledSave.

Inventory Arrival Task
  1. Click Edit.
  2. Select a Company from the dropdown menu > Select a Buyer > Select a Vendor > Select a Manufacturer.
  3. Add PO# and SKU information > Select a Warehouse from the dropdown menu.
  4. Click Schedule EnabledSave.

Amazon Reports Task
  1. Click Edit.
  2. Select Amazon Report Type from the dropdown.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. Click Schedule EnabledSave.

Unfillable Products Task
  1. Click Edit.
  2. Select Unfillable Type from the dropdown menu > Select Vendor > Select Fullfilled by > Select On Order.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. Click Schedule EnabledSave.


Schedule a Predictive Purchasing or Restocking Task

Predictive Purchasing Task
You can create a scheduled task that automatically exports a predictive purchasing Excel file to email or FTP.
This task will auto-generate a PO by default, but you have the option to turn that off by selecting the Do not create PO box.
  1. Click Edit.
  2. Configure the task based on the information in this Predictive Purchasing topic > Save. For example, Days To Order; Days Of Order; or specific vendor filters.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. Click Schedule EnabledSave.

Predictive Restocking Task
  1. Click Edit.
  2. Configure the task based on the information in this Predictive Restocking topicSave. For example, Vendor; Brand; Days OF Order; Days TO Order.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. Click Schedule EnabledSave.


Other tasks

Channel Invoice Task
  1. Click Edit.
  2. Select Channel > Select PO# / Deal# > Choose Group By.
  3. Enter Start Days.
  4. Enter Shipping Allowance (%) > Enter Item Allowance Value.
  5. Click Schedule EnabledSave.

eBay Listing Failure Report Task
  1. Click Edit.
  2. Optional: Select Export Lat day results only if you need to receive this information only.
  3. Choose to Export To FTP or Email.
  4. If exporting to FTP, enter FTP credentials.
  5. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  6. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  7. Click Schedule EnabledSave.

Open Purchase Order Reminder Task
  1. Click Edit.
  2. Select Vendor from the dropdown > Enter number of days in the Older than Days field.
  3. Optional: Click on Use Expected Delivery.
  4. Click on Schedule EnabledSave.

Hamzat Preview Task
  1. Click Schedule Enabled.

Scheduling an FBA reconciliation task
  1. Click Edit.
  2. Choose to Export To FTP or Email.
  3. If exporting to FTP, enter FTP credentials.
  4. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash “/” before the folder name.
  5. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  6. Click Save.


Overview

Scheduled Tasks let you configure certain tasks for automatic performance and recurrence at specific intervals. You can create tasks to import information, generate picklists, export information, and more.


Create a Scheduled Task

In this section, you will learn how to access scheduled tasks and begin creating a task. You can learn how to configure different types of tasks by visiting the appropriate section and clicking the appropriate accordion.

To create a scheduled task:

  1. Go to Settings > Select your company > Toolbox > Scheduled Tasks.
  2. Click on the New Task Type drop-down menu to show all tasks available for scheduling. Choose a task > Go.
  3. On any task, check the Schedule Enabled box.
  4. Enter a Task Name and a Start Time. The start time includes a calendar date and time. You can select both values from the Calendar and Time View pop-ups.
  5. Schedule the generation to recur at set intervals:
      • Hourly will enable the hourly scheduler for setting hourly intervals
      • Daily will enable generation at daily intervals or on specific weekdays
    You can also select Custom to set the task for specific days of the week and times.
  6. To end the task on a specific date, pick an Expire Schedule date.
  7. If desired, add notes about the scheduled task in the Queued Job Note field. For example, flag a picklist type. Notes will be viewable on the queued job.
  8. Email alerts can be sent to a specified address or addresses upon completion of the task.
    SMTP settings will need configuring within the task to determine the email address from which to send the notification email. Also, you can choose an email template to determine the text that appears in the body of the notification email.
    Please note that smtp.gmail.com is to send emails, not to download emails. You can use pop.gmail.com or imap.gmail.com (when the server is IMAP) to download emails.
  9. Save the task.
  10. Follow a specific procedure below to configure the desired type of scheduled task.
Although tasks run on schedule, you can run a task manually: On the main Scheduled Tasks page, select the task > click Action menu > Choose Execute Task > Go.

Scheduling an import task

Scheduling an order import task

Scheduling an order import task using an FTP

  1. Select Import Orders as the New Task Type and fill in the appropriate information outlined above.
  2. Select the company to which orders will be associated.
  3. Select the correct order processor plugin from the dropdown.
  4. Typically, order files are imported from an FTP folder. Enter the FTP credentials.
  5. FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you do not need to enter a (forward slash) before the directory name. See the Note below.
  6. FTP FileName – When there are multiple files in the specified directory, enter the file name. Typically, you do not need to enter a (forward slash) before the directory name. See the Note below.
  7. You can select to delete the file from the FTP. While this is always recommended, it is mandatory if the file dropped onto the directory is always renamed or if the file is not set to overwrite an existing file.
  8. Alternatively, you can archive the file after processing. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  9. Enable Passive Mode if the connection cannot be made due to firewalls on your server.

Scheduling an order import task using an HTTP

  1. Select Import Orders as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the company to which products will be created. (This step is unnecessary if only updating existing products.)
  3. Choose the correct Product Processor Plugin/Profile from the dropdown menu.
  4. In the Import From field, choose HTTP. Enter the HTTP URL.
  5. Save.

Scheduling an order import task using an email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import Orders as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using GmailEnable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
    • If you do not receive this message:
      • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
      • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
      • You may need to use POP instead of IMAP.
Scheduling an order import tracking task

Scheduling an order import tracking task using an FTP

  1. Select Import Order Tracking as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Tracking Import Plugin/Profile from the dropdown menu.
  3. Choose the correct Product Processor Plugin/Profile from the dropdown menu.
  4. Typically, inventory files are imported from an FTP folder. In the Import From field, choose FTP.
  5. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  6. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  7. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  8. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  9. Save.

Scheduling an order import tracking task using an HTTP

  1. Select Import Order Tracking as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Tracking Import Plugin/Profile from the dropdown menu.
  3. In the Import From field, choose HTTP. Enter the HTTP URL.
  4. Save.

Scheduling an order import tracking task using an email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import Order Tracking as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using GmailEnable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
    • If you do not receive this message:
      • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
      • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
      • You may need to use POP instead of IMAP.

Scheduling a product import task

Scheduling a product import task using an FTP

  1. Select Import Products as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the company to which products will be created. (This step is unnecessary if only updating existing products.)
  3. Choose the correct Product Processor Plugin/Profile from the dropdown menu.
  4. Typically, inventory files are imported from an FTP folder. In the Import From field, choose FTP.
  5. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  6. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  7. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  8. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  9. Save.

Scheduling a product import task using an HTTP

  1. Select Import Products as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the company to which products will be created. (This step is unnecessary if only updating existing products.)
  3. Choose the correct Product Processor Plugin/Profile from the dropdown menu.
  4. In the Import From field, choose HTTP. Enter the HTTP URL.
  5. Save.

Scheduling a product import task using an email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import Products as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using Gmail: Enable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.import options sellercloud original interface
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
      • If you do not receive this message:
        • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
        • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
        • You may need to use POP instead of IMAP.

Scheduling a product inventory import task

Scheduling a product inventory task using FTP

  1. Select Import Product Inventory as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Inventory Processor Plugin from the dropdown menu.
  3. Typically, inventory files are imported from an FTP folder. In the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Save.

Scheduling a product inventory task using an HTTP

  1. Select Import Product Inventory as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Inventory Processor Plugin from the dropdown menu.
  3. In the Import From field, choose HTTP. Enter the HTTP URL.
  4. Save.

Scheduling a product inventory task using an email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import Products as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using Gmail: Enable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.import options sellercloud original interface
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
      • If you do not receive this message:
        • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
        • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
        • You may need to use POP instead of IMAP.

Scheduling a vendor product import task

Scheduling a vendor product import task using FTP

  1. Select Import Vendor Product as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Vendor Import Profile from the dropdown menu.
  3. In the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Save.

Scheduling a vendor product import task using HTTP

  1. Select Import Product Inventory as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Inventory Processor Plugin from the dropdown menu.
  3. In the Import From field, choose HTTP. Enter the HTTP URL.
  4. Save.

Scheduling a vendor product import task using email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import Product Inventoryas the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using Gmail: Enable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.import options sellercloud original interface
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
      • If you do not receive this message:
        • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
        • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
        • You may need to use POP instead of IMAP.

Scheduling a purchase order import task
  1. Select Purchase Order Import as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Plugin from the dropdown menu.
  3. In the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Save.

Scheduling an RMA import task

Scheduling an RMA import task using FTP

  1. Select Import RMA as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct RMA Processor Plugin from the dropdown menu.
  3. In the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Save.

Scheduling an RMA import task using HTTP

  1. Select Import RMA as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct RMA Processor Plugin from the dropdown menu.
  3. In the Import From field, choose HTTP > Enter the HTTP URL.
  4. Click on Save.

Scheduling an RMA import task using email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import RMA as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using Gmail: Enable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.import options sellercloud original interface
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
      • If you do not receive this message:
        • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
        • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
        • You may need to use POP instead of IMAP.

Scheduling a bulk update import task
  1. Select Import Bulk Update as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct First Column Type  from the dropdown menu.
  3. In the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Save.

Scheduling a shipping cost import task

Scheduling a shipping cost import task using FTP

  1. Select Import Shipping Cost as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct Shipping Cost Type from the dropdown menu.
  3. In the Import From field, choose FTP.
  4. Enter the FTP credentials:
    • FTP Directory – When there are multiple directories(folders) on the FTP, enter the correct directory. Typically, you must enter a (forward slash) before the directory name. See the Note below.
    • FTP FileName – When there are multiple files in specified directory, enter the file name. Typically, you do not need a (forward slash) before the directory name. See the Note below. If you want the task to load multiple files into one folder, enter a * (asterisk) in the file name. This will grab all the files in that directory.
  5. You can select to delete the file from the FTP by choosing Delete Files after Processing. While this is always recommended, it is necessary if:
    • File dropped onto the directory is always renamed, or
    • File is not set to overwrite an existing file
  6. Alternatively, you can archive the file after processing by choosing Archive files instead of Delete. Set up a sub-directory within the specified directory for archiving. When this option is enabled, the file will be removed and placed it in the sub-directory.
  7. Enable Use Passive if the connection cannot be made due to firewalls on your server.
  8. Save.

Scheduling a shipping cost import task using HTTP

  1. Select Import Shipping Cost as the New Task Type and fill in the appropriate information outlined above.
  2. Choose the correct RMA Processor Plugin from the dropdown menu.
  3. In the Import From field, choose HTTP > Enter the HTTP URL.
  4. Click on Save.

Scheduling a shipping cost import task using email

You may want to create a dedicated email for this task for two reasons:

  • The task will search every email ever received, which may take a long time.
  • The setting Allow less secure apps must be enabled on your Google account.

To begin importing:

  1. Select Import Shipping Cost as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Create a new email account.
  3. If using Gmail: Enable the setting Allow less secure apps on your Gmail account.
    • If you are using a new Gmail account: Follow the link above to enable the setting. You may be asked to disabled two-step verification.
    • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads.
    • If you are using your same account: You may want to skip this step for now for your own security, and come back to it later if there are any errors.
  4. If using Gmail: Click this link > Click Continue. If you are not using Gmail, skip this step.
  5. Open your email for the account that will receive the file.
  6. If using Gmail: In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
    • If you are not using Gmail: Navigate to your email settings and to make sure IMAP is enabled.
  7. Go to Sellercloud > Navigate to the scheduled task you created in Step 1. From the Import From dropdown, select Email and input the information. See a sample set up for Gmail below.
    View the SMTP settings article to learn more.
    • Email Server: imap.gmail.com
    • UserName: Enter your email address
    • Password: Enter the password you use to log into your email address
    • Email Port: 993
    • Email Subject: Sellercloud will search for emails with the exact subject specified; if left blank, all emails will be searched.
    • Attachment Name: Sellercloud will search for a specific email attachment if filled out. If the attachment is different each time, you can enter *.xls,*xlsx, *.csv, etc. This will allow Sellercloud to recognize any attachment ending in that extension. If left blank, all attachments will be searched.import options sellercloud original interface
  8. Check Server is IMAP and My Server requires SSL connection.
    • Optional: Check Delete email after processing if you want Sellercloud to delete the email after the task. If left unchecked, Sellercloud will automatically mark the email as Read. It is important to note that only Unread emails are imported.
  9. Test Email Setting to test. If you receive a message that reads Email credentials verified successfully, click Save.
      • If you do not receive this message:
        • If you never followed Step 3: Enable Allow less secure apps in Gmail and try again.
        • If you’re not using Gmail: Try changing the Email Server to whatever is after the @ icon in your email address.
        • You may need to use POP instead of IMAP.


Scheduling an export task

Scheduling an order export task
“Export Orders” works by linking the export to a saved search. Only orders in the saved search are included in the export.
  1. Select Export Orders as the New Task Type and fill in the appropriate information outlined above.
  2. Log into a user under which the search will be stored. Saved searches are per user, so you will only be able to view and edit the search assigned to the task under a single user. Choose your desired filters and search orders, then save the search.
  3. Click Settings > Toolbox > Scheduled Tasks.
  4. From the New Task Type dropdown, select Export Orders > Go, and include a task name, start time, and frequency.
  5. Select the correct User ID > Select the correct Saved Search.
  6. Select the correct export plugin from the Export Via Plugin menu. Alternatively, select from an export mapping tool profile.
  7. Enter the filename of the inventory file you are exporting:
    1. Enter the placeholder #?QueuedJobID?# to populate the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd}to populate the filename with the date of file creation.
      For example, enter a filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter a filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  8. Choose to export to FTP or Email.
  9. If exporting to FTP, enter FTP credentials.
  10. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  11. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those settings will be used.
  12. Enable Passive Mode if the connection cannot be made due to firewalls on your server.

If the file does not import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry.
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry.
  • Can’t log in – Check that the FTP credentials are correct.

Scheduling a product export task
“Export Products” works by linking the export to a saved search. Only products in the Saved Search will be included in the export.
  1. Select Export Products as the New Task Type and fill in the appropriate information outlined above.
  2. Log into a user under which the search will be stored. Saved searches are per user, so you will only be able to view and edit the search assigned to the task under a single userChoose your desired filters and search orders, then save the search.
  3. Click Settings > Toolbox > Scheduled Tasks.
  4. From the New Task Type dropdown, select Export Products > Go. Set up a name for the tasks, start time, and run frequency.
  5. Select the correct User ID > Select the correct Saved Search.
  6. Select the correct export plugin from the Export via dropdown menu. Alternatively, you can select from an export mapping tool profile.
  7. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  8. Choose to export to FTP or Email.
  9. If exporting to FTP, enter FTP credentials. See bottom of the page if exporting to a VAN.
  10. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  11. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  12. Enable Passive Mode if the connection cannot be made due to firewalls on your server.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Scheduling a purchase order export task
  1. Select Purchase Order Export as the New Task Type and fill in the appropriate information outlined above.
  2. Select the correct User ID > Select the correct Saved Search.
  3. Select the correct export plugin from the Export via dropdown menu. Alternatively, you can select from an export mapping tool profile.
  4. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose to export to FTP or Email.
  6. If exporting to FTP, enter FTP credentials. See bottom of the page if exporting to a VAN.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Enable Passive Mode if the connection cannot be made due to firewalls on your server.

If the file does not Import/Export and shows one of these error messages:

    • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
    • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
    • Can’t log in – Check that the FTP credentials are correct

Scheduling an export RMA task
  1. Select Export RMA as the New Task Type and fill in the appropriate information outlined above.
  2. Select the correct User ID > Select the correct Saved Search.
  3. Select the correct export plugin from the Export via dropdown menu.
  4. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose to export to FTP or Email.
  6. If exporting to FTP, enter FTP credentials.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Click on Schedule Enabled > Save.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Scheduling an export FBA shipments task
  1. Select Export FBA Shipments as the New Task Type and fill in the appropriate information outlined above.
  2. Select the correct User ID > Select the correct Saved Search.
  3. Select the correct export plugin from the Export via dropdown menu.
  4. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Choose to export to FTP or Email.
  6. If exporting to FTP, enter FTP credentials.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Click on Schedule Enabled > Save.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Scheduling an export inventory per parent SKU task
  1. Select Export Inventory per Parent SKU as the New Task Type and fill in the appropriate information outlined above.
  2. Select the correct User ID > Select the correct Saved Search.
  3. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  4. Choose to export to FTP or Email.
  5. If exporting to FTP, enter FTP credentials.
  6. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  7. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  8. Click on Schedule Enabled > Save.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct

Scheduling an export warehouse bin movement task
  1. Select Export Warehouse Bin Movement as the New Task Type and fill in the appropriate information outlined above.
  2. Select the correct Export Type> Select Warehouse > Select Company > Select Movement Type.
  3. Select User > Enter ProductID > Enter Bin Name.
  4. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  5. Select Date Range > Choose to export to FTP or Email.
  6. If exporting to FTP, enter FTP credentials.
  7. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  8. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  9. Click on Schedule Enabled > Save.

If the file does not Import/Export and shows one of these error messages:

  • There is no file on FTP matching criteria to process – Add the forward slash before the directory name and retry
  • File name _____________________ doesn’t match file name __________________ – Add the forward slash before the file name and retry
  • Can’t log in – Check that the FTP credentials are correct


Scheduling a picklist generate task

Scheduling a picklist generate
  1. Select PickList Generate as the New Task Type and fill in the appropriate information outlined above.
  2. Select a Saved Search > Select a User ID. Selecting the User ID sets where the saved search is under.
  3. This next step is crucial: Picklists are generated for specific orders, such as current orders that have not shipped. Scheduling a picklist for those orders is done by linking a Saved Search to this picklist generation. After you have your saved search for unshipped orders, you can choose that search from the Saved Searches dropdown, and a picklist will be generated only for those orders.

To view and manage your scheduled tasks, open the Scheduled Tasks page with a grid of all your tasks. Access the task by clicking the task name. Delete the task or execute it now by checking the task and selecting those actions from the Action Menu. Email alerts can be sent to specified addresses upon completion of all tasks.


Scheduling a report task

Scheduling a report task
This task will send you information based on reports available in SellerCloud.
  1. Select Reports as the New Task Type and fill in the appropriate information outlined above.
  2. Set your start time, recurrence, and related fields.
  3. Select your desired Report Type. Certain report types have a Summarize By dropdown to sort data by channel, vendor, customer, etc.
  4. Set the Date Range. Set the current date of the task execution as the end date.
  5. Notifications can be sent to email or FTP.  Choose those settings in the Export To field.

Scheduling an inventory snapshot task
  1. Select Inventory Snapshot as the New Task Type and fill in the appropriate information outlined above.
  2. Set your start time, recurrence, and related fields.
  3. Select a File Format and a File Name > Save.

Scheduling an inventory arrival task
  1. Select Inventory Arrival as the New Task Type and fill in the appropriate information outlined above.
  2. Select a Company from the dropdown menu > Select a Buyer > Select a Vendor > Select a Manufacturer.
  3. Add PO# and SKU information > Select a Warehouse from the dropdown menu > Save.

Scheduling Amazon reports task
  1. Select Amazon Reports as the New Task Type and fill in the appropriate information outlined above.
  2. Select Amazon Report Type from the dropdown menu > Select Date Range from the dropdown menu.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. When done configuring, click the Schedule Enabled box at the top, and click Save at the bottom.

Scheduling unfillable products task
  1. Select Unfillable Products as the New Task Type and fill in the appropriate information outlined above.
  2. Select Unfillable Type from the dropdown menu > Select Vendor > Select Fullfilled by > Select On Order.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. When done configuring, click the Schedule Enabled box at the top, and click Save at the bottom.


Scheduling a predictive purchasing or restocking task

Scheduling a predictive purchasing task
You can create a scheduled task that automatically exports a predictive purchasing Excel file to email or FTP.
This task will auto-generate a PO by default, but you have the option to turn that off by selecting the Do not create PO box.
  1. From the New Task Type dropdown, select Predictive Purchase Order > Go and fill in the appropriate information outlined above.
  2. Configure the task based on the information in this Predictive Purchasing topic > Save. For example, Days To Order; Days Of Order; specific vendor filters, etc.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. When done configuring, click the Schedule Enabled box at the top, and click Save at the bottom.
    predictive purchase order scheduled task sellercloud alpha

Scheduling a predictive restocking task
  1. From the New Task Type dropdown, select Predictive Restocking > Go and fill in the appropriate information outlined above.
  2. Configure the task based on the information in this Predictive Restocking topicSave. For example, Vendor; Brand; Days OF Order; Days TO Order.
  3. To have this automatically sent to you, set the Export To field to an Email account or FTP where the output file should be placed.
  4. When done configuring, click the Schedule Enabled box at the top, and click Save at the bottom.
    predictive restocking scheduled task


Other tasks

Schedule a channel invoice task
  1. Select Run Select Queryas the New Task Type and fill in the appropriate information outlined above.
  2. Enter the SQL Query in the field.
  3. Enter the filename of the inventory file you are exporting.
    1. Entering the placeholder #?QueuedJobID?# populates the filename with the queued job ID.
    2. Use {yyyy}{MM}{dd} to populate the filename with the date of file creation.
      For example, enter the filename as follows: PHI_ONHAND_{yyyy}{MM}{dd}
    3. Use {MM}{dd}{yyyy}{HH}{mm}{ss} – where HH = hours, dd = day, mm = minutes, and ss = seconds – to populate the filename with the current date and time.
      For example, enter the filename as follows: PHI_ONHAND_{MM}{dd}{yyyy}{HH}{mm}{ss}
  4. Choose to export to FTP or Email.
  5. If exporting to FTP, enter FTP credentials.
  6. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  7. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  8. Click on Save.

Schedule a channel invoice task
  1. Select Channel Invoice as the New Task Type and fill in the appropriate information outlined above.
  2. Select Channel > Select PO# / Deal# > Choose Group By.
  3. Enter Shipping Allowance (%) > Enter Item Allowance Value.
  4. Click on Save.

Schedule an eBay listing failure report task
  1. Select eBay Listing Failure Report as the New Task Type and fill in the appropriate information outlined above.
  2. Optional: Click on Export Lat day results only if you need to receive this information only.
  3. Choose to export to FTP or Email.
  4. If exporting to FTP, enter FTP credentials.
  5. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  6. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  7. Click on Save.

Scheduling an open purchase order reminder:
  1. Select Open Purchase Orders Reminder as the New Task Type and fill in the appropriate information outlined above.
  2. Select Vendor from the dropdown > Enter number of days in the Older than Days field.
  3. Optional: Click on Use Expected Delivery Save.

Scheduling a Hamzat preview task
  1. Select Hazmat Preview as the New Task Type and fill in the appropriate information outlined above.
  2. Click on Save.

Scheduling an FBA reconciliation task
  1. Select FBA Reconciliation as the New Task Type and fill in the appropriate information outlined above.
  2. Choose to export to FTP or Email.
  3. If exporting to FTP, enter FTP credentials.
  4. If there are multiple folder/directories, enter the remote folder into which the file will be exported, with a forward slash / before the folder name.
  5. If exporting to email, enter the SMTP credentials or click Copy From Company Settings if those will be used.
  6. Click on Save.


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